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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

Applying Double-Loop Learning to Budgeting
budgeting
August 19, 2020
FP&A Tags:
Planning and Budgeting

By Alexander Antonov, Freelance Project Manager/ Associate Professor

The improved budgeting process based on double-loop learning can transform the way companies operate. How do you upgrade the fixed budgeting approach and why using the Evolution Index (EI) can help you on this journey?

Read more
Setting Up an FP&A Department in a Multi-Transformational Company
fp&a department
August 18, 2020
FP&A Tags:
FP&A Transformation, FP&A Team Building, FP&A Business Partnering

By Carl Stiller, Senior Business Controller Finance Transformation (Interim) at Transdev Sverige AB

This articles looks into the activities that took place during 10 months during one of my assignments and include several recommendations for anyone who is about to set up a brand-new FP&A department in a company in transition. 

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Better Nourished Soil Makes It Easier for FP&A to Have Impact
success
August 17, 2020
FP&A Tags:
What is FP&A, FP&A Transformation, FP&A Skills, FP&A Business Environment

By Amrish Shah, CFO at Metabolic

FP&A challenges around leveraging better technology have been well documented but relatively little has been written about the environment that FP&A works within. How that can help FP&A have more impact?

Read more
How to Plan Amid Rapidly Changing Business Conditions
Changing Business Conditions
August 13, 2020
FP&A Tags:
FP&A Business Environment, Planning and Budgeting, Cash Planning

By Kerman Lau, Director of Finance, Workday

The COVID-19 pandemic forced companies of all sizes to scrap their business plans for 2020 and attempt to come up with new ones even though so much is unknown and changing so fast. This article covers top challenges currently facing companies during pandemic.

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Future Meetings

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New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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